Retirement Plan Early Distribution  

If you take an early distribution from your tax-deferred account how much will you have remaining after paying income taxes and penalties?

The tax-deferred account may be a 401(k) plan, your Individual Retirement Account (IRA), Profit sharing Plan, or other tax-deferred savings account.

     

What will your marginal tax rate be after making the withdrawal?
(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)

What is the amount you plan to withdraw from your tax-deferred account?

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Phone: 617-330-2703 • Fax: 617-330-2750
• scott.finlay@wfadvisors.com

The Finlay Group of Wells Fargo Advisors

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Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (MA).

Investments in securities and insurance products:

  ARE NOT FDIC-INSURED ARE NOT BANK-GUARANTEED MAY LOSE VALUE  

 

Investment products and services are offered through Wells Fargo Advisors, LLC. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company.

©2011 Wells Fargo Advisors. All rights reserved.

With respect to Envision® information, ©2001-2011 Wells Fargo Advisors, LLC, Financeware, Inc. and Wealthcare Capital Management IP, LLC, elements of the presentation and simulation results are under license from Financeware, Inc. & Wealthcare Capital Management IP, LLC – U.S. Patents 7,562,040, 7,650,303, 7,765,138 and 7,991,675 - Other U.S. and international patents pending. All Rights Reserved. Financeware, Inc.& Wealthcare Capital Management IP, LLC are separate entities and are not directly affiliated with Wells Fargo Advisors, LLC.

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